Tax basics
What to Bring to Your Tax Appointment: A CPA's Checklist
A complete return starts with complete paperwork. Here is the list David works from, and the organizer that keeps you from hunting for it twice.
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Tax guidance in plain language.
Articles written for clients and prospective clients: what to bring, how to choose a structure, how the practice works.
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Business structure
LLC or S Corporation? How the Choice Changes Your Taxes in Texas
The LLC is the legal wrapper. The S corporation is a tax election. Understanding that one distinction clears up most of the confusion.
How we work
Why This Practice Quotes a Fixed Fee Instead of Billing by the Hour
Hourly billing teaches clients not to call. A fixed fee does the opposite, and the work gets better because of it.
How we work
How Remote Tax Preparation Works With an Austin CPA
Most of the practice's clients never set foot in Austin. Here is what the process looks like from your side of the screen.
Tax basics
Rental Property Owners: What Schedule E Needs From You
Rental income is reported per property, and the details that save tax are the ones owners most often leave out. Here is how to organize them.
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Tell David what you need, by phone, email or Zoom, and get a fixed-fee quote before any work begins. In person in Austin, remote anywhere.